Software Training Lead

The Software Training Lead supports customers and internal teams through high-quality training and ongoing product adoption. This role blends live training delivery, content development, customer success engagement, and proactive outreach to ensure users are confident, empowered, and achieving measurable value from our platform.

JOB RESPONSIBILITIES include the following. Other duties may be assigned.

• Deliver live, remote training sessions for customers, tailored to various user roles
• Create engaging training materials, including slide decks, videos, guides, and self-paced learning content
• Develop and host live webinars for large-scale customer training initiatives
• Foster internal knowledge by training team members on product updates, features, best practices, and customer-facing workflows
• Continuously refine training programs based on user feedback, product changes, and evolving customer needs

• Conduct proactive check-ins throughout the customer lifecycle to ensure product adoption, address obstacles, and promote best practices
• Deliver new-user onboarding and training to ensure a strong start and consistent engagement
• Analyze customer usage data to identify adoption gaps and opportunities for optimization
• Collaborate with Customer Success, Product, and Support teams to ensure customers experience long‑term value and successfully achieve their goals
• Provide recommendations and guidance to help customers maximize the platform’s capabilities and features
• Assist the Product team with overflow needs, including customer scheduling, baseline implementation setup, and occasional quality assurance testing
• Hybrid
  
  Schedule:
  
  This position requires working onsite in our Birmingham, AL office three days per week, with two days remote
• Team collaboration and live training preparation may require days to be coordinated with internal stakeholders
• Most training sessions are conducted remotely
• Limited onsite travel may be required—typically minimal and up to once per quarter—for in‑person customer training or internal events
• Travel will be planned in advance and supported by the company

• BA/BS degree in Business, IT, or related field
• 2+ years of experience leading live and online training sessions
• Strong presentation and communication skills, with the ability to simplify complex concepts
• Ability to develop clear, engaging training content across multiple formats
• Comfortable hosting webinars and training sessions for both small groups and large audiences
• Customer‑focused mindset with a proactive approach to adoption and relationship building
• Familiarity with customer success methodologies and SaaS usage metrics (preferred)
• Experience working with Financial Institutions is a plus
• Strong organizational, project management, and time‑management skills